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Atlantic Union Bankshares

234 hedge funds and large institutions have $1.8B invested in Atlantic Union Bankshares in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 80 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 69.48%70.66% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 80

6% less capital invested

Capital invested by funds: $1.93B → $1.8B (-$122M)

7% less funds holding

Funds holding: 252234 (-18)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

Holders
234
Holders Change
-18
Holders Change %
-7.14%
% of All Funds
3.94%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
82
Reduced
80
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$259M +$1.04M +30,145 +0.4%
BlackRock
2
BlackRock
New York
$183M +$2.26M +65,278 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$166M +$8.06M +232,980 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$128M -$17.3M -500,111 -12%
Franklin Resources
5
Franklin Resources
California
$77.6M +$17.3M +501,013 +28%
State Street
6
State Street
Massachusetts
$76.6M -$16.1M -465,945 -17%
WHG
7
Westwood Holdings Group
Texas
$57M +$58.2M +1,680,682 New
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.2M -$522K -15,073 -1%
GKIM
9
GW&K Investment Management
Massachusetts
$48.5M -$4.85M -140,038 -9%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$47.9M -$4.39M -126,737 -8%
Goldman Sachs
11
Goldman Sachs
New York
$47.5M -$9.43M -272,569 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$46.3M -$335K -9,690 -0.7%
Victory Capital Management
13
Victory Capital Management
Texas
$39.3M +$2.95M +85,260 +8%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$35.8M -$939K -27,145 -3%
Northern Trust
15
Northern Trust
Illinois
$30.6M -$824K -23,795 -3%
Ameriprise
16
Ameriprise
Minnesota
$27.2M -$434K -12,546 -2%
Norges Bank
17
Norges Bank
Norway
$23.8M +$223K +6,453 +0.9%
Charles Schwab
18
Charles Schwab
California
$23.5M +$457K +13,190 +2%
TCM
19
Tributary Capital Management
Nebraska
$19.3M -$567K -16,396 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$18.6M +$7.88M +227,815 +71%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$17M -$1.1M -31,739 -6%
Millennium Management
22
Millennium Management
New York
$16.3M +$3.1M +89,592 +23%
LCOV
23
London Company of Virginia
Virginia
$15.8M -$396K -11,454 -2%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$12.7M -$495K -14,300 -4%
Jennison Associates
25
Jennison Associates
New York
$12.2M +$341K +9,862 +3%

AUB Hedge Fund Activity: Q2 2022 in Review

234 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Atlantic Union Bankshares (AUB) for Q2 2022, worth a combined $1.8B — down 6.4% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AUB and 22 opened new positions — a net loss of 10 holders — while 80 trimmed existing stakes and 82 added.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $58.2M. The largest seller was Wellington Management Group, cutting an estimated $17.3M.

  • 234 institutional investors held Atlantic Union Bankshares (AUB) as of Q2 2022, down from 252 in Q1 2022.
  • Funds reported $1.8B of Atlantic Union Bankshares stock for Q2 2022, down 6.4% quarter-over-quarter.
  • 22 funds opened new Atlantic Union Bankshares positions in Q2 2022 and 32 closed out, a net change of -10 holders.
  • The largest Atlantic Union Bankshares buyer in Q2 2022 was Westwood Holdings Group, an estimated $58.2M added.
  • The largest Atlantic Union Bankshares seller in Q2 2022 was Wellington Management Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2022.